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Vanguard US Quality Factor ETF
VFQY

57 hedge funds and large institutions have $95.5M invested in Vanguard US Quality Factor ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

1.88% more ownership

Funds ownership: 41.06% → 42.94% (+1.9%)

0% more funds holding

Funds holding: 57 → 57 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $96.5M → $95.5M (-$1.02M)

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
+$2.62M
2
Jane Street
Jane Street
New York
+$883K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$663K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$647K
5
Mariner
Mariner
Kansas
+$495K

Top Sellers

Rank Fund Capital Flow
1
HPC
Hobart Private Capital
North Carolina
-$3.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.44M
3
GFS
GYL Financial Synergies
Connecticut
-$738K
4
MOS
MGO One Seven
Ohio
-$428K
5
TC
TownSquare Capital
Utah
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFO
26
Arrowroot Family Office
California
$458K -$189K -1,631 -29%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$437K +$143K +1,238 +47%
SFS
28
Security Financial Services
Indiana
$427K +$347 +3 +0.1%
BFP
29
Beacon Financial Planning
Massachusetts
$373K +$384K +3,324 New
DWP
30
Destiny Wealth Partners
Florida
$351K – – –
NL
31
NWAM LLC
Washington
$318K +$1.04K +9 +0.3%
KCM
32
Kathmere Capital Management
Pennsylvania
$280K +$288K +2,491 New
CCA
33
Cobblestone Capital Advisors
New York
$275K +$28.9K +250 +11%
WCFA
34
Walkner Condon Financial Advisors
Wisconsin
$266K – – –
SAM
35
Secure Asset Management
Michigan
$260K -$578 -5 -0.2%
Cerity Partners
36
Cerity Partners
New York
$241K – – –
CAG
37
Compass Advisory Group
New York
$232K -$132K -1,145 -36%
Bank of America
38
Bank of America
North Carolina
$228K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$225K – – –
Osaic Holdings
40
Osaic Holdings
Arizona
$136K -$133K -1,154 -49%
UBS Group
41
UBS Group
Switzerland
$131K +$71K +614 +110%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$124K – – –
BHWM
43
Beaird Harris Wealth Management
Texas
$109K -$36K -311 -24%
CFFP
44
Center for Financial Planning
Michigan
$101K – – –
Comerica Bank
45
Comerica Bank
Texas
$91.9K +$94.6K +818 New
IA
46
IFP Advisors
Florida
$73.7K – – –
ME
47
McIlrath & Eck
Washington
$69.5K -$8.21K -71 -10%
SIC
48
Salem Investment Counselors
North Carolina
$44.9K – – –
Morgan Stanley
49
Morgan Stanley
New York
$44.1K -$49K -424 -52%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
1
2
3

VFQY Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard US Quality Factor ETF (VFQY) for Q3 2023, worth a combined $95.5M — down 1.1% from $96.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new VFQY positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Foundations Investment Advisors, adding an estimated $2.62M. The largest seller was Hobart Private Capital, cutting an estimated $3.7M.

  • 57 institutional investors held Vanguard US Quality Factor ETF (VFQY) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $95.5M of Vanguard US Quality Factor ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
  • 8 funds opened new Vanguard US Quality Factor ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest Vanguard US Quality Factor ETF buyer in Q3 2023 was Foundations Investment Advisors, an estimated $2.62M added.
  • The largest Vanguard US Quality Factor ETF seller in Q3 2023 was Hobart Private Capital, an estimated $3.7M sold.

Based on aggregated 13F filings for Q3 2023.